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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,783 | $132,634+47.6% | $115,768+69.1% | $137,256+42.6% |
| Participation rate | 94.7% | 77.9%+16.9pp | 74.4%+20.3pp | 80.0%+14.8pp |
| Annual return | 14.55% | 160.70%-146.1pp | 100.46%-85.9pp | 220.34%-205.8pp |
| Employer contribution / active EE | $23,750 | $3,360+606.9% | $2,940+707.9% | $4,156+471.5% |
| Participant deferral / active EE | $38,083 | $5,619+577.8% | $4,917+674.6% | $6,407+494.4% |
| Admin fee / account holder | $36,312 | $15,028+141.6% | $12,439+191.9% | $12,270+195.9% |